|
201
|
Versant Capital Management
Phoenix,
Arizona
|
$25K
|
-$2.88K
|
-31
|
-10%
|
|
|
202
|
AssetMark Inc
Concord,
California
|
$25K
|
+$931
|
+10
|
+4%
|
|
|
203
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$25K
|
+$24.3K
|
+261
|
New
|
|
|
204
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22K
|
+$21.9K
|
+235
|
New
|
|
|
205
|
SEI Investments
Oaks,
Pennsylvania
|
$20K
|
+$7.45K
|
+80
|
+58%
|
|
|
206
|
First Interstate Bank
Billings,
Montana
|
$19K
|
-$18.1K
|
-194
|
-49%
|
|
|
207
|
Reilly Financial Advisors
La Mesa,
California
|
$19K
|
–
|
–
|
–
|
|
|
208
|
TCI Wealth Advisors
Tucson,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
209
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15K
|
+$3.82K
|
+41
|
+34%
|
|
|
210
|
First Personal Financial Services
Charlotte,
North Carolina
|
$14K
|
+$2.33K
|
+25
|
+20%
|
|
|
211
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$2.51K
|
+27
|
+27%
|
|
|
212
|
YorkBridge Wealth Partners
New York
|
$10K
|
-$1.58K
|
-17
|
-14%
|
|
|
213
|
Edge Advisors
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
214
|
First Horizon Advisors
Memphis,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
215
|
Parallel Advisors
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
216
|
Next Financial Group
Houston,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
217
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
218
|
Gemmer Asset Management
Walnut Creek,
California
|
$6K
|
–
|
–
|
–
|
|
|
219
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
220
|
Cutler Group
San Francisco,
California
|
$3K
|
+$3.26K
|
+35
|
New
|
|
|
221
|
Balentine LLC
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
222
|
|
$1K
|
–
|
–
|
–
|
|
|
223
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1K
|
+$1.12K
|
+12
|
New
|
|
|
224
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
+$1.4K
|
+15
|
New
|
|
|
225
|
Rice Hall James & Associates
San Diego,
California
|
–
|
-$20M
|
-212,542
|
Closed
|
|
